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Kades & Cheifetz’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Kades & Cheifetz’s Portfolio ESML Stock Details ESML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$227K Buy
5,389
+22
+0.4% +$951 0.12% 94
2024
Q3 		$224K Buy
5,367
+18
+0.3% +$724 0.13% 84
2024
Q2 		$206K Buy
5,349
+13
+0.2% +$502 0.13% 87
2024
Q1 		$215K Buy
5,336
+14
+0.3% +$533 0.14% 82
2023
Q4 		$202K Buy
+5,322
New +$182K 0.14% 79

Other funds holding ESML

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

Kades & Cheifetz's ESML Position: Q4 2024 in Review

Kades & Cheifetz increased its iShares ESG Aware MSCI USA Small-Cap ETF (ESML) stake by 0.41% in Q4 2024, buying an estimated $951 and bringing the position to 5,389 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #94.

Kades & Cheifetz first reported a position in ESML in Q4 2023 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold ESML as of Q4 2024.

  • Kades & Cheifetz held 5,389 shares of iShares ESG Aware MSCI USA Small-Cap ETF worth $227K as of Q4 2024.
  • Kades & Cheifetz bought 22 iShares ESG Aware MSCI USA Small-Cap ETF shares in Q4 2024, an estimated $951.
  • iShares ESG Aware MSCI USA Small-Cap ETF made up 0.12% of Kades & Cheifetz's portfolio in Q4 2024, its #94 holding.
  • Kades & Cheifetz first reported a position in iShares ESG Aware MSCI USA Small-Cap ETF in Q4 2023 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Small-Cap ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.